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ProTip#4: A Quick Solution to Update Registration Forms

Author: cheqdin
Published Date: April 30, 2020

For all the times youā€™ve had to struggle chasing parents to update registration forms, here's an easy fix to get the process done like clockwork. This specific functionality's been one of the top requirements on the online registration wish list of most of our users.

So here goes!

Step 1: Filter forms by the ā€˜last updatedā€™ date

Head over to your registration dashboard and filter out the forms based on the ā€˜last updated dateā€™.

Filter Forms by Last Updated

 

Step 2: Unlock the forms and trigger automated emails to parents

Select the children. Go over to the ā€˜batch actionā€™ function and click ā€˜unlockā€™. And thatā€™s it! The system will trigger an automated email to the parents, asking them to review and re-submit the forms.

Unlocking Registration Forms  

Every time a form is re-submitted, it will automatically find its way to the ā€˜Pending Reviewā€™ folder for you to review and approve. And we'll, of course, send you an alert to notify you about the re-submission.

What if you need to amend a form youā€™d already approved?

Just select the child, click ā€˜Actionā€™ and go on to ā€˜Edit enrolmentā€™ to make the changes. Done!

Edit Enrolment

 

Managing registration forms of children who are taken off your register

Now, in case a child leaves your setting permanently, you can use the ā€˜archiveā€™ function in the pop-up box above and file away the childā€™s forms for compliance purposes. The documents will be archived permanently as read-only records.

However, if you decide to take any children off your records temporarily, itā€™s best not to go for the archiving function. Just deactivate the child from your children's register, and the associated registration forms and other records will be ā€˜temporarily archivedā€™ by the system. The files will be automatically restored for you once the child is activated again.

So, that's about it for today! Weā€™ve added in plenty of other handy features into the registration system like auto-sync features, in-built messenger and waiting-list management to make your registration process as efficient and effortless as possible. Weā€™ll be back with another ProTip on one of these features next week to help you get the very best out of Cheqdin! :)

 

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